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Get a custom student loan plan from our CFP®, CFA and CSLP® professionals. Our 15,470+ clients are putting a projected $983 million in savings toward living their best lives.
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We'll help you get the best student loan refinance deal with bonuses you won't find anywhere else.
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Get mortgage quotes for physicians, dentists, and medical professionals with down payment options as low as 0% to 10% with no PMI
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Grow wealth and leave student loans in the dust
Get fiduciary financial planning, tax planning, and investment management custom tailored for professionals with large student loan debt. Reach your dream life faster.
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Financing for dentists, physicians, veterinarians, and optometrists who want to start, acquire, or grow a practice. Get a bonus up to $500 at closing.
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Why borrowers choose us
Elizabeth C.
MNJuly 3, 2024“I had a wonderful session with Conner. I was very anxious and concerned, with many questions. Conner did a fabulous job guiding me through the process, answering my questions along the way and did a wonderful job explaining terms and differences, so I did not feel stupid. He was prepared with all of my information and had visuals that were easy to follow. I came away an hour later with such joy and confidence in the situation we are in and how to move forward. Very, very pleased. Very glad we contacted you. Worth every penny. Thank you, Conner!!”
Paul
SCJune 29, 2024“Awesome! Having listened to the SLP podcast for several years I am not surprised with how helpful the personalized student loan planning was. I had Connor and he was amazing. After we talked about everything I honestly feel like I will save a considerable amount of money over the next 5 years. I have done research on student loans previously but the 1 hour session with Connor helped explain things and gave me insight that would have taken me hours, days, weeks of research to figure out on my own. This was well worth my time and money and I would recommend it to anyone.”
Jessica L.
July 18, 2024“Wow- a small investment to save me literal tens of thousands of dollars in my loans. These guys are the experts!”
Rebecca S.
June 18, 2024“I had no idea where to even start, as a recent graduate with an insane amount of loans. I'm so glad I chose to consult the Student Loan Planner. I was paired with Hermes, who explained things very well and introduced payment options and loan forgiveness I had no clue about! 10/10 recommend this service!”
Christie K
WIJune 17, 2024“ I feel so grateful for Student Loan Planner – from the overall presentation Lauren offered our Acupuncture group to the personal experience with Ting. Everything was professionally presented and, while I tend to have a lot of emotions regarding student loan debt, I felt compassion and understanding from Ting. She explained all of the numbers thoroughly, showing me the options I have for consolidation and forgiveness so I understood completely and I never felt foolish for asking a question. I truly felt honored in this process and I don't know how to express my relief and gratitude for the counseling I received. For once in 17 years, I feel like there is hope for me to complete my payment of student loans AND that I can save for retirement! There has been NOBODY to explain this process to me before, and I felt like there was no hope for me to ever complete these loan payments. “
We're passionate about saving student loan borrowers money
Our team of 30 consultants is recognized as a top leader in figuring out exactly what to do with master student loan debt. If you owe $20,000 to $1 million in student loans, we can help you in one of two ways.
Student Loan Planner Podcast
Travis and the team help you navigate the world of student loans, especially if you owe $20,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
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